智通财经APP获悉，TCL电子(01070)午后涨超6%，截至发稿，涨4.99%，报10.3港元，成交额9601.06万港元。
消息面上，TCL电子此前发布2025年第一季度全球电视销售数据。数据显示，2025年Q1 TCL电子全球电视出货量达651万台，同比增长11.4%，销售额同比劲增22.3%，实现量价齐升，延续了其“中高端+大屏化”战略的强劲动能。
中金公司指出，2024年以来，公司彩电全球竞争持续提升，内部经营提效，盈利能力不断改善。2025年4月，公司推出新一轮股权激励，扩大激励覆盖范围并上修了业绩考核目标，在全球贸易环境波动中重塑长期增长信心。该行认为公司正处于经营改善拐点，中长期有望实现规模、盈利双重突破。
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